Today on MCG
w/
@AvgJoesCrypto
Highlights include:
01:18 - AJC introduction
03:50 - Origins of the Pons trade
04:26 - Noxa thesis
05:00 - Why Robinhood Chain is different
09:45 - Entered Pons after the 80% dump
10:20 - Clear risk-reward at 3-4M market cap
11:30 - 80% revenue share, no VC overhang
13:50 - Held through drawdowns, only trimmed late
15:50 - cheapest price to buyback ratio(Pons)
18:00 - Still bullish on Pons
22:00 - No hard price targets
26:40 - MOO next major thing
31:00 - Advice to small traders
35:00 - Shroom thesis
39:00 - Bun thesis
42:30 - focused on Robinhood Chain
45:50 - FOMO as next major social app